Baird Financial Group

Baird Financial Group Portfolio holdings

AUM $64.2B
1-Year Est. Return 23.4%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+23.4%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$14.7B
AUM Growth
+$531M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,341
New
Increased
Reduced
Closed

Top Buys

1
+$35.7M
2
+$35.2M
3
+$35.1M
4
AJG icon
Arthur J. Gallagher & Co
AJG
+$34.2M
5
ALXN
Alexion Pharmaceuticals
ALXN
+$26.8M

Top Sells

1
+$64.6M
2
+$49.4M
3
+$42.4M
4
BFH icon
Bread Financial
BFH
+$40.1M
5
CASY icon
Casey's General Stores
CASY
+$37.8M

Sector Composition

1 Technology 15.98%
2 Healthcare 10.96%
3 Industrials 10.89%
4 Financials 9.58%
5 Consumer Discretionary 7.48%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$17.8M 0.12%
227,699
+11,512
202
$17.7M 0.12%
217,129
+17,789
203
$17.6M 0.12%
538,774
+6,569
204
$17.6M 0.12%
257,278
+22,976
205
$17.6M 0.12%
273,288
-11,786
206
$17.2M 0.12%
327,401
+57,196
207
$17.1M 0.12%
394,213
+10,183
208
$16.9M 0.11%
379,240
-6,178
209
$16.9M 0.11%
205,735
+7,547
210
$16.8M 0.11%
207,850
+1,294
211
$16.7M 0.11%
278,327
+66,726
212
$16.6M 0.11%
457,187
-73,325
213
$16.5M 0.11%
358,105
-20,723
214
$16.4M 0.11%
318,634
+303,343
215
$16.4M 0.11%
100,847
-4,726
216
$16.4M 0.11%
196,464
+40,131
217
$16.2M 0.11%
185,449
+127
218
$16.1M 0.11%
+463,605
219
$16M 0.11%
132,878
-72,351
220
$15.9M 0.11%
144,848
-1,457
221
$15.9M 0.11%
105,297
+1,905
222
$15.8M 0.11%
378,932
+93,664
223
$15.7M 0.11%
203,174
+3,680
224
$15.6M 0.11%
113,555
+5,823
225
$15.5M 0.11%
189,716
+1,476
7 8
9
10 11